| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 68,058 | 69,360 | +1,302 | 0.11 | 0.11 | -0.01 | buy |
| RIA Advisory Group LLC | 12,000 | 12,525 | +525 | 0.05 | 0.04 | -0.01 | buy |
| Selective Wealth Management, Inc. | 57,674 | 37,641 | -20,033 | 0.23 | 0.15 | -0.08 | sell |